GuoLine Advisory’s Arthur J. Gallagher & Co AJG Stock Holding History

GuoLine Advisory’s Portfolio AJG Stock Details AJG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12M	Hold	52,400	–	–	1.12%	23
2026 Q1	$11.3M	Hold	52,400	–	–	1.19%	24
2025 Q4	$13.6M	Buy	+52,400	New	+$13.9M	1.25%	23
2025 Q2	–	Sell	-95,500	Closed	-$33M	–	22
2025 Q1	$33M	Sell	95,500 -19,900	-17%	-$6.29M	3.49%	14
2024 Q4	$32.8M	Hold	115,400	–	–	3.38%	14
2024 Q3	$32.5M	Sell	115,400 -44,200	-28%	-$12.5M	3.31%	18
2024 Q2	$41.4M	Hold	159,600	–	–	4.42%	8
2024 Q1	$39.9M	Hold	159,600	–	–	4.86%	9
2023 Q4	$35.9M	Buy	159,600 +50,200	+46%	+$11.9M	5.68%	9
2023 Q3	$24.9M	Hold	109,400	–	–	4.92%	10
2023 Q2	$24M	Buy	+109,400	New	+$22.8M	4.73%	11

Other funds holding AJG

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Milford Funds Auckland $6.14B AUM

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

GuoLine Advisory's AJG Position: Q2 2026 in Review

GuoLine Advisory held its Arthur J. Gallagher & Co (AJG) position steady in Q2 2026 at 52,400 shares worth $12M. The position accounts for 1.12% of the portfolio, ranked #23.

GuoLine Advisory first reported a position in AJG in Q2 2023 and has held it in 11 quarters since. The position peaked at $41.4M in Q2 2024. 512 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

GuoLine Advisory held 52,400 shares of Arthur J. Gallagher & Co worth $12M as of Q2 2026.
GuoLine Advisory left its Arthur J. Gallagher & Co share count unchanged in Q2 2026.
Arthur J. Gallagher & Co made up 1.12% of GuoLine Advisory's portfolio in Q2 2026, its #23 holding.
GuoLine Advisory first reported a position in Arthur J. Gallagher & Co in Q2 2023 and has held it in 11 quarters since.
GuoLine Advisory's Arthur J. Gallagher & Co position peaked at $41.4M in Q2 2024.
512 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on GuoLine Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.